AF

Advisornet Financial Portfolio holdings

AUM $1.77B
1-Year Est. Return 15.27%
This Quarter Est. Return
1 Year Est. Return
+15.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.62B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,204
New
Increased
Reduced
Closed

Top Buys

1 +$8.87M
2 +$7.63M
3 +$7.3M
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$6.68M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.31M

Top Sells

1 +$4.98M
2 +$4.1M
3 +$3.87M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.92M
5
ETN icon
Eaton
ETN
+$2.71M

Sector Composition

1 Technology 6.64%
2 Healthcare 4.26%
3 Financials 3.94%
4 Industrials 3.91%
5 Consumer Discretionary 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1901
$1K ﹤0.01%
+12
1902
$1K ﹤0.01%
22
1903
$1K ﹤0.01%
9
1904
$1K ﹤0.01%
20
1905
$1K ﹤0.01%
22
1906
$1K ﹤0.01%
+2
1907
$1K ﹤0.01%
200
1908
$1K ﹤0.01%
10
-677
1909
$1K ﹤0.01%
45
1910
$1K ﹤0.01%
42
1911
$1K ﹤0.01%
+15
1912
$1K ﹤0.01%
+5
1913
$1K ﹤0.01%
195
1914
$1K ﹤0.01%
+70
1915
$1K ﹤0.01%
29
1916
$1K ﹤0.01%
23
1917
$1K ﹤0.01%
15
1918
$1K ﹤0.01%
+21
1919
$1K ﹤0.01%
60
1920
$1K ﹤0.01%
+15
1921
$1K ﹤0.01%
47
1922
$1K ﹤0.01%
+10
1923
$1K ﹤0.01%
9
1924
$1K ﹤0.01%
+11
1925
$1K ﹤0.01%
+16